← All themes

E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2926	NCA NCM Capital Advisers Durham, North Carolina	$407K	$0	1	0.54%	Maintained
2927	LAM Lingohr Asset Management Duesseldorf, Germany	$406K	$0	1	0.24%	Maintained
2928	AWA ARS Wealth Advisors St. Petersburg, Florida	$404K	+$18.2K	1	0.18%	Increased
2929	LIM Lagoda Investment Management New York	$401K	+$409K	1	0.11%	New
2930	NO Ninety One Cape Town, South Africa	$399K	+$393K	1	0.37%	New
2931	TSS Thomas Story & Son Culver, Indiana	$398K	$0	1	0.25%	Maintained
2932	CAL Capital Advisors Ltd Shaker Heights, Ohio	$395K	+$50.4K	4	0.2%	Increased
2933	SC Sumit Capital New York	$380K	+$109K	2	2.29%	Increased
2934	Weiss Asset Management Boston, Massachusetts	$377K	+$404K	1	0.45%	New
2935	ICM Ionic Capital Management New York	$366K	-$29.9M	1	0.02%	Reduced
2936	NA Nottingham Advisors Amherst, New York	$365K	+$59.5K	1	0.06%	Increased
2937	PR Payden & Rygel Los Angeles, California	$362K	$0	2	0.05%	Maintained
2938	Alesco Advisors Pittsford, New York	$361K	+$512	1	0.03%	Increased
2939	GC Gibson Capital Wexford, Pennsylvania	$361K	+$43.8K	1	0.11%	Increased
2940	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$358K	$0	1	0.6%	Maintained
2941	UMA USA Mutuals Advisors Dallas, Texas	$357K	+$2.23K	2	0.19%	Increased
2942	HC Hurley Capital New York	$348K	+$64.5K	1	0.42%	Increased
2943	IF Ironwood Financial Tucson, Arizona	$343K	$0	5	0.16%	Maintained
2944	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$336K	+$1.41K	1	0.31%	Increased
2945	FRM Foundation Resource Management Little Rock, Arkansas	$335K	$0	1	0.06%	Maintained
2946	LWA Lowe Wealth Advisors Columbia, Maryland	$330K	+$7.86K	5	0.22%	Increased
2947	FMA FNY Managed Accounts New York	$329K	-$1.72M	4	0.39%	Reduced
2948	JCM Janney Capital Management Pittsburgh, Pennsylvania	$322K	-$30.1M	1	0.01%	Reduced
2949	WCM Westerly Capital Management San Francisco, California	$322K	-$2M	1	0.32%	Reduced
2950	BA Bard Associates Chicago, Illinois	$317K	-$17.1K	2	0.16%	Reduced